20+ years in Private Banking and Trust Worked with individual clients regarding trust and estate planning Represented a large financial institution as Personal Representative in several estates Managed a team of trust officers Handled Compliance issues for Southwest Florida Served as President of the Foundation for a large financial institution, with 4 community representatives Worked with non-profits regarding grant requests Handled budget management for a telecommunications firm   Total attention to detail Complete confidentiality Reliable and accurate Excellent listening skills Sensitive to your schedule Appreciates working with time constraints and deadlines   Bachelor of Science Degree in Mathematics from Kansas State University Completed National Graduate Trust School  at Northwestern University   Board Member of Pines of Sarasota Foundation Formerly a member of Planned Giving Committee for the Education Foundation of Sarasota County Scholarship Committee  for the Community Foundation of Sarasota County   Click here to contact Personal Assistance Plus

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